Finding a property that makes economic sense is half the battle – the other half is getting it funded on terms that work. Realty Analytics presents the property in a format that lender’s know, understand, and expect to see. Your lender knows the math cold - now you can present the property in a format that shows that you do as well. From the pro forma statements to the risk assessments, Realty Analytics produces the salient facts in a concise and logical manner that makes even the most conservative banker take note.
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Custom Front Cover
The customizable cover sheet lets you design how you want to present the data. You can change images and include or exclude information.
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Table of Contents
The table of contents is automatically drawn for each plan. If during the setup you elect to include or exclude items, the table will re-number itself and include the appropriate topics.
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Acquisition Details
The Acquisition Details page gives the reader a general overview of the property. This information is imported from various areas of the model.
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Financing Summary
The Financing Summary is designed to give your lender a brief overview of the proposed financing structure and a graphical representation of that data over time.
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Income Statement Summary
The Income and Expenses are shown in summary form year by year and include the Gross Income, Vacancy and Loss, Net Operating Income, Operating Expenses, Expense Ratio ,Taxable Income and total debt service.
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Cash Flows, Improvements and Reserves
The Cash Flows, Capital Improvements and Funded Reserves page shows the cash position both before and after these items. Showing your lender provisions for Capital Improvements and Funded Reserves tells them that you are using realistic assumptions.
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Financial Viability
The Measurement of Financial Viability provides key ratios and assessments, and gives the reader a quick view of the target property's future performance.
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Investment Performance
The Investment Performance page shows the cash flow indicators, risk assessments and operating margins for not only the first year of the investment - but also the mid-term and end year results as well.
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Property Photos
Add up to 6 property photos to the business plan with custom captions, or don't include any at all - it's up to you.
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Key Assumptions
Include the Summary of Key Assumptions to the business plan so that the reader knows on what basis the model was prepared. This data is automatically assembled and displayed in a logical and concise maner.
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Income Statement
The income statements are produced in total dollars, dollars per unit, and dollars per square foot. You can specify any holding period up to 20 years.
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Pro Forma Taxable Income
The Statement of Pro Forma Taxable Income or Loss and Statement of ProForma Operating Cash Flows is all inclusive.
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Pro Forma Analysis of Resale
The analysis of resale shows the effects of sale and includes; adjusted basis, cumulative depreciation and amortization, suspended losses, unamortized points and commissions, taxes and loan payoffs.
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Summary Cash Flow and Analysis of Resale
This summary statement shows the combined effects of operations and resale.
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Risk Assessment
The Risk Assessment includes; LTV's , CAP rate, DSCR, Breakeven, Margin of Safety, Equity, Cash-on-Cash, Pre and Post Tax Equity Dividend, IRR, MIRR, Present Value and a host of other key risk indicators.
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Rent Roll
See a listing of all tenants for up to 20 years. Unlike most analysis tools – Realty Analytics Rent Roll includes the lease type, recoveries, option information, recovery ratio, deposits and, of course lease commencement and termination dates. When used in conjunction with the Lease Expiration Report – you’ll get the entire picture on occupancy.
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Expirations during the first year are critical
The graphic-numeric report shows you the vulnerability areas during the first year of ownership. All information is imported from actual lease data. All you have to do is select which data to display in the interactive charts
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Accommodates real-world leasing scenarios
A lease is not a flat-line income stream. It varies based upon time and provisions contained in the lease. The power and flexibility built into the lease form make it possible to accurately reflect the income stream from any lease type - for up to 800 leases.
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Break Even Analysis
Instantly see the occupancy required to support BOTH fixed and variable expenses. This unique tool allows you to include or exclude financing in the analysis, increase or decrease both fixed and variable expenses, and experiment with occupancy levels. By knowing the areas of potential vulnerability, you can manage more effectively and make better acquisition/pricing choices.
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12 Interactive Charts
Realty Analytics has 12 fully interactive charts. Choose from hundreds of data points in the model . Use drop down menus to customize each chart and include or exclude data items - and the way that these data points appear.
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Easily chart fixed and variable expenses by selecting items from the dropdown menu. These are the items that you included when you set up the operating expenses. This ensures that your charts will always be 100% applicable to your property - and not just colorful eye-candy.
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View individual expenses as they relate to one another. Easily change the year to see the effects over time of each line item. The items are broken out between fixed and variable, with utilities listed separately. You can specify the year to view, and whether to view as dollars per sf, dollars per unit, or in total dollars.
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Review the acquisition costs pie chart to get a graphical representation of the costs associated with acquisition.
This information is imported from the HUD-1 closing cost worksheet - which imports data from all parts of the model.
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View the effects of operations over time and include or exclude items with the click of a mouse. You can view the data in dollars per sf, dollars per unit, or in total dollars - and for the number of years that you choose.
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See the distribution of proceeds of sale to include commissions, real estate taxes, loan satisfaction and more.
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Each chart control contains different a data series - this means that you can set up charts to address finance, operating expenses, taxes, risks, return, and a host of other items.
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These preformatted charts can be modified for color, type and style. Simply use the built-in Excel chart controls to choose 3-D, shading, colors, and even chart type.
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The drop down controls for line charts in Realty Analytics contain literally hundreds of data points from the model - this means that you can customize each chart to display exactly the data you want.
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Combination line/bar charts can be an effective way to display data when comparing the relationship between whole numbers and percentages.
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The purpose of using charts is not just "eye-candy", but to effectively communicate the relationship between numbers. All charts in Realty Analytics are interactive - which means that the charts you design are limited only by your own creativity.
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Identifying trends and break-points in the data are a key element in analyzing data - now you can display it in a clear and concise manner.
Business Plan - Key Features
- Easily change photos and add maps
- Customize the plan to suit your needs - include or exclude any items from the model
- PDF and email to your banker, partner or accountant
- Executive Summary makes plan review fast and efficient
